An Australian real estate franchise has partnered with a financial advice firm to offer SMSF advice as it looks to launch a broader financial advice offering.
The advice firm, S&L Financial Logic, will offer advice to the clients of real estate franchise Stockdale & Leggo in the areas of superannuation, strategic investment advice, finance, life, income protection, total and permanent disability and trauma insurance.
Advice services will be offered to clients across Stockdale & Leggo’s 75 franchises, who will be contacted by an S&L Financial Logic Adviser should they choose to take up the advice.
A spokesperson for Stockdale & Leggo confirmed that the provision of SMSF services, where relevant for the needs of clients, will be part of the firm’s ongoing plans.
“It will definitely be a component [of the services] if that’s what the client is likely to use,” the spokesperson said.
S&L Financial Logic director Stephen Catterall said the firm is very conscious that this may be “perceived as another property spruiking enterprise", but added "this is not the case at all”.
“The clients who will be offered this service will already be working with Stockdale & Leggo franchisees and are simply seeking to ensure they have the correct financial protection and future wealth strategies in place for their families and future,” he said.
Stockdale & Leggo chief operating officer Anna Thomas said there are clear gaps in the provision of advice for many of the real estate franchise’s clients, with clients often asking about these services.
“We hope to fill that area by providing this end-to-end financial solution,” Ms Thomas said.
“Talking to an S&L Financial Logic adviser will help define our client’s goals and provide guidance to map out their long-term financial success."
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